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The Brutal Costs When Families Fail to Plan | David Edey

 
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Manage episode 521227447 series 3608562
Content provided by Niki Weiss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Niki Weiss or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What happens when your “final gift” to your family is actually a legal and emotional mess? This episode explores the hidden weight of being an executor and how you can make that role kinder, clearer, and less chaotic for the people you leave behind.

Host Niki Weiss, digital legacy planner and creator of My Final Playbook, is joined by David Edey, Certified Executor Advisor and author of Executor Help, who brings 40+ years in finance—and a deeply personal family story of a 7-year estate battle—to this essential conversation. Together, they break down what executors really face and how better planning can prevent family conflict, confusion, and regret.

In this episode, we cover:

What an executor actually does (and why it’s such a heavy job)

How to choose the right executor, not just the oldest or “favorite” child

When and why to update your will as life, family, and assets change

Options for solo-agers who don’t have a traditional family support system

Simple ways to start difficult family conversations about death, money, and expectations
Tune in for a grounded, compassionate look at executorship and estate planning, perfect for anyone thinking about digital legacy, end-of-life planning, or how to leave less chaos and more clarity for the people they love.

  continue reading

40 episodes

Artwork
iconShare
 
Manage episode 521227447 series 3608562
Content provided by Niki Weiss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Niki Weiss or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What happens when your “final gift” to your family is actually a legal and emotional mess? This episode explores the hidden weight of being an executor and how you can make that role kinder, clearer, and less chaotic for the people you leave behind.

Host Niki Weiss, digital legacy planner and creator of My Final Playbook, is joined by David Edey, Certified Executor Advisor and author of Executor Help, who brings 40+ years in finance—and a deeply personal family story of a 7-year estate battle—to this essential conversation. Together, they break down what executors really face and how better planning can prevent family conflict, confusion, and regret.

In this episode, we cover:

What an executor actually does (and why it’s such a heavy job)

How to choose the right executor, not just the oldest or “favorite” child

When and why to update your will as life, family, and assets change

Options for solo-agers who don’t have a traditional family support system

Simple ways to start difficult family conversations about death, money, and expectations
Tune in for a grounded, compassionate look at executorship and estate planning, perfect for anyone thinking about digital legacy, end-of-life planning, or how to leave less chaos and more clarity for the people they love.

  continue reading

40 episodes

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